family | Dr Parry | Make Time

Ep 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP®

Travis Parry

Mar 14, 20231 min read

Ep 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP®

You don’t find too many people that move between the financial and legal professions, but today’s guest did just that. Michael Garry, CFP® a

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Ep 98: Balancing Family, Business, and Service with Gabe Lapito

Travis Parry

Feb 28, 20231 min read

Ep 98: Balancing Family, Business, and Service with Gabe Lapito

Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in find

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Ep 96: Learning to Let Go of the Outcome with Kathy Longo

Travis Parry

Feb 21, 20231 min read

Ep 96: Learning to Let Go of the Outcome with Kathy Longo

The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It’s extremely difficult

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Ep 95: Why You Should Take The Legacy Letter Challenge

Travis Parry

Feb 16, 20231 min read

Ep 95: Why You Should Take The Legacy Letter Challenge

Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meani

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Ep 86: Making Intentional Choices to Find Balance

Travis Parry

Jan 17, 20231 min read

Ep 86: Making Intentional Choices to Find Balance

Audio: Video: Subscribe: More About This Episode: Sometimes finding balance requires you to shift your goals to prioritize what’s most...

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Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®

Travis Parry

Dec 29, 20221 min read

Ep 81: Scaling and Excellence with Brent R. Brodeski CPA, CFP®, CFA®

Audio: Video: Subscribe: More About This Episode: Today’s guest is Brent R. Brodeski CPA, CFP®, CFA®, MBA. Brent is the CEO and founder...

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Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®

Travis Parry

Nov 15, 20221 min read

Ep 68: Putting Your Values First in Business with Melanie D. Milam CPA, CKA®

Audio: Video: Subscribe: More About This Episode: Today’s guest is Melanie D. Milam, CPA, CKA® who specializes in helping individuals in...

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Ep 46: Building Relationship Balance with Lesli Doares

Travis Parry

Jul 28, 20221 min read

Ep 46: Building Relationship Balance with Lesli Doares

With over twenty years of experience as a marriage and family therapist, Lesli is helping men embrace their emotions.

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Ep 43: The Discipline to Find Health and Happiness with Bart Zandbergen

Travis Parry

Jul 7, 20222 min read

Ep 43: The Discipline to Find Health and Happiness with Bart Zandbergen

With over three decades of experience, Bart Zandbergen has seen various parts of the industry and how advisors are impacted by long work...

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Ep 36: Balancing Your Priorities with Matt Hudgins

Travis Parry

May 19, 20222 min read

Ep 36: Balancing Your Priorities with Matt Hudgins

How do we learn to balance our priorities? To accept the importance of delegation and overcome imposter syndrome?

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Ep 32: Managing Your Energy and Battle Fatigue with Marie Swift

Travis Parry

Apr 21, 20222 min read

Ep 32: Managing Your Energy and Battle Fatigue with Marie Swift

Managing your energy and time is essential when working within the financial industry. How can we do better to manage the battle fatigue we

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Ep 30: Contingency Planning and Change with Ross Marino

Travis Parry

Apr 7, 20222 min read

Ep 30: Contingency Planning and Change with Ross Marino

When life happens, it can be really hard to make decisions, but those decisions move the needle. Today, Ross Marino, the financial advisor,

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Ep 27: Reprogramming How We Think About Sales with Nancy Bleeke

Travis Parry

Mar 17, 20222 min read

Ep 27: Reprogramming How We Think About Sales with Nancy Bleeke

Today, Nancy Bleeke, the founder of Sales Pro Insider and the author of Conversations that Sell, joins us to discuss the struggles advisors

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Ep 25: Overcoming Burnout with Patrick Brewer

Travis Parry

Mar 3, 20222 min read

Ep 25: Overcoming Burnout with Patrick Brewer

Most of us have faced burnout in this industry. So how do we better manage stress and find balance by doing the things we are skilled at and

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Ep 24: Staying Focused in Business and Life with Taylor Schulte

Travis Parry

Feb 24, 20222 min read

Ep 24: Staying Focused in Business and Life with Taylor Schulte

Taylor Schulte, the founder of Define Financial and co-founder of The AGC™ joins us on today’s show to discuss the importance of staying foc

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Ep 23: Finding Balance with an Adaptable Business with Charles Freeman

Travis Parry

Feb 17, 20222 min read

Ep 23: Finding Balance with an Adaptable Business with Charles Freeman

How many different hats do you wear as an advisor? Between meeting potential clients, serving your existing client base, and growing your bu

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Ep 22: Achieving Your Definition of Success with Jeff Concepcion

Travis Parry

Feb 10, 20222 min read

Ep 22: Achieving Your Definition of Success with Jeff Concepcion

What does success mean to you? Spending time with your family? Growing your business?

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Ep 5: Balanced Adventures with Marketing Executive Charlie Van Derven

Travis Parry

Oct 14, 20212 min read

Ep 5: Balanced Adventures with Marketing Executive Charlie Van Derven

In the past few years many of us have moved to online work and working from home. This has been great for work-life balance but also present

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